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Configure Wise-Sync User Accounts

Wise-Sync User Accounts need to be created for people that need to use Wise-Sync. Wise-Sync User Accounts are different to a person's PSA and Accounting Package Accounts.

In addition to managing a person's Wise-Sync User Account details, store their ConnectWise/Autotask credentials so they can sync transactions. During the onboarding process, the person can hook up their Google Account to be able to share files with Wise-Sync.

Note: Before you can create new users, make sure you have configured your Wise-Sync Account and hooked up your Accounting Package Company/ies.

How do I get there?

To configure Wise-Pay User Accounts, click Users from the top Menu. A list of users will be displayed.

Note: If you can't see this option, you don't have permission to maintain users. Contact your Account Administrator.

What do I do?

Important to note:

Your browser or a browser extension (e.g. LastPass or another kind of password manager) may try to pre-fill password fields when you are creating/editing a user.

If you find that your updates to the user are not saving properly, with the message Passwords must be at least 6 characters long, please make sure that your browser/browser extensions are not trying to prefill these fields.

To Create New Wise-Sync User Account

From the list of users, click Create New User.

What's next?

Check out the settings below and what you need to do with them. Click Save when you're done!

Setting

What to do

Role Name

Select the role to assign to the user. Choose from the following options:

Update the API Private Key generated for the Member by ConnectWise. Read up on

ConnectWise: Is Primary API account

Tick to nominate the user as the Wise-Sync Primary User. Primary Users have the appropriate security permissions and valid API keys, so that security permission errors are minimised when configuring Wise-Sync for ConnectWise using its REST API.More information can be found at:FAQ - What is a Primary API User?Apply ConnectWise Member Security

Test ConnectWise REST Connectivity

Click to test the ConnectWise Member API Credentials stored for the user.